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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,514 | $92,743-71.4% | $82,744-68.0% | $134,532-80.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -24.77% | 946.63%-971.4pp | 702.22%-727.0pp | 418.27%-443.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,605 | $4,802+141.7% | $4,395+164.1% | $6,401+81.3% |
| Admin fee / account holder | $492 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |